COMMITTED TO THE CLIENT EXPERIENCE

A track record of performance and service

Founded in 1993, we are a national privately owned, independent Registered Investment Advisor (RIA). We earn clients' trust by understanding and meeting their investment objectives to deliver an exceptional experience.

1998

Launched advisory arm to serve endowments and foundations

1996

1995

Launched wealth advisory consulting business for private clients

1994

Expanded practice to provide Fiduciary Duty Expert Witness services

1993

Athena founded by

Lisette Cooper, CFA, PhD

I left Wall Street because I saw a distinct need among families and nonprofits for an advocate in the world of investing and wealth management, someone who sits on the same side of the table and ensures their interests are always being served.